Mel Joseph Casey
Gestore di Portafoglio-Azioni presso Fulton Breakefield Broenniman LLC
Provenienza dei contatti di primo grado di Mel Joseph Casey
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.
141
| Subsidiary | Investment Banks/Brokers | 141 |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.
23
| Subsidiary | Investment Banks/Brokers | 23 |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.
11
| Subsidiary | Investment Managers | 11 |
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance Fulton Breakefield Broenniman LLC, do-business-as FBB Capital Partners (FBB), is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1989. FBB provides customized wealth management solutions to a wide range of clients including affluent individuals, families, foundations, and endowments.
9
| Private Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mel Joseph Casey tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Trading-Equity Institutional Sales | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Lehigh University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Connecticut | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Hamilton Sundstrand Corp.
 Hamilton Sundstrand Corp. Aerospace & DefenseElectronic Technology Hamilton Sundstrand Corp. designs, manufactures and supplies aerospace and industrial products. The firm offers fuel and special fluid pumps, engine control systems, primary and secondary flight controls and actuation systems, ram air turbine emergency systems, and other related products. The company was founded on June 1999 and is headquartered in Charlotte, NC. | Aerospace & Defense | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Goizueta Business School-Emory | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Undergraduate Degree | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin | |
| Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Corporate Officer/Principal Undergraduate Degree | |
Umpqua Bank
 Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Regional Banks | Investor Relations Contact |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Francia | 2 |
Settori
| Finance | 27 |
| Consumer Services | 24 |
| Electronic Technology | 2 |
Posizioni
| Analyst-Equity | 137 |
| Corporate Officer/Principal | 118 |
| Undergraduate Degree | 90 |
| Director/Board Member | 34 |
| Masters Business Admin | 30 |
Contatti più connessi
| Insiders | |
|---|---|
| Adam D. Compton | 15 |
| Kathleen Smythe | 12 |
| Andrew M. Senchak | 12 |
| Albert S. Copersino | 11 |
| Jim O'Connor | 9 |
| Steven Kent | 9 |
| Frederick Cannon | 9 |
| Bryan Bullett | 9 |
| Thomas Ruffin Vandeventer | 8 |
| Michael G. Paisan | 8 |
| Diane Merdian | 8 |
| Matthew T. Clark | 8 |
| Gregory Heher | 8 |
| Chris Perry | 7 |
| Stephen Scouten | 7 |
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